Josh really hit one here, although it is a review of a presentation he went to from PIMCO but his review is down to earth and great information…
5 Things I Learned About Dividends From PIMCO
- Michael
- October 17th, 2012
When venerable bond shop PIMCO began a new equity mutual fund push, people took notice. Especially given Bill Gross’s highly visible commentary regarding the reality that bond yields couldn‘t drop another 30 years. I was quoted in a Bloomberg story about this a few weeks back btw,read it here.
Anyway, PIMCO brought on a manager from Thornburg Investment Management to run their dividend products and I had the pleasure of attending a lunch yesterday introducing him to the New York asset management community. Brad Kinkelaar’s presentation was a rundown of dividend-related intelligence from the PIMCO team and I came away with a handful of new insights I wanted to share with you below. Here are five things I learned:
Go get the rest of it here: TheReformedBroker blog
I saved a copy in PDF to review later as well… just too much stuff in it that I need to be sure I understand then go find those stocks.
REX